Nitin Nohria interviews Warren Buffett and his long-time friend Jorge Paulo Lemann, CEO of 3G Capital, about leadership, business management and legacy.
ValueWalk's Raul Panganiban David Barse, Founder and CEO of XOUT Capital, and discuss his unique approach to investing. Q1 2021 hedge fund letters, conferences and more The following is a computer generated transcript and may contain some errors. Interview with XOUT Capital's David Barse
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Warren Buffett & Jorge Paulo Lehmann: On Leadership
Closing talk of Brazil Conference 2017
Spangler Center, Harvard Business School. April 12th, 2017.
In this interview, the billionaires buddies discuss their early influences in their life and how they seek and defined good management. Both men also talk about what they look for in businesses they acquire and how to keep improving the business once all of the "fat" has been taken out.
Lemann is a co-founder of Brazilian investment firm 3G Capital, which owns brands such as Burger King, Anheuser-Busch and Heinz. Together with Berkshire Hathaway, 3G Capital acquired the H. J. Heinz Company for $28 billion in 2013.
7:36 - How did the two of you decide to partner?
13:10 - Growing up, who influenced you the most?
18:40 - What do you think about leadership?
25:07 - What gives you the sense that this is the person to bet on?
30:00 - How do you spot talent, early?
33:25 - What do you look for in businesses you want to acquire?
38:41 - What happens once you taken the fat out of companies?
41:23 - Opportunities in US vs emerging markets
45:46 - How do we manage the tensions with free trade?
53:56 - Opinion on Donald Trump wanting to build a wall?
56:51 - How does the top 5 most valuable companies being tech companies affect your investing?
Dream Big: The Trio behind 3G Capital | http://amzn.to/2sxN5Mp